Zachary Epstein, Esq., CPA, MBA - Tax Law

PROFESSIONAL SERVICES:
I provide professional, personalized legal services to individuals and small businesses in the areas of taxation, estate planning, probate / trust administration and business transactions. As an attorney, CPA and MBA in finance with over 20-years of combined tax and legal experience I offer a unique combination of skills and practical experience to my clients at comparably reasonable rates. I look forward to speaking with you.

zepstein@aol.com   •   510.841.4500
"In the over twenty years that I have been in business, no other outside professional resource has had a greater positive impact on the success of my business than Zachary Epstein. In addition, his services in all other personal financial, estate and tax planning have been very beneficial as well. I feel confident in making a recommendation of Zachary to any small business owner who wants to thrive and benefit from careful and professional planning in all areas of finance, legal, and tax planning. "
 
-  Jeremy Kidson,
Founder & CEO
 Jeremys Retail, Inc.



"Over the past 10 years, Zach Epstein has used his skills as a tax attorney and CPA to advise me in a multitude of cases with tax and financial issues, has counseled me in a number of commercial cases and has handled my personal financial affairs as well as that of my office. I recommend him without reservation."

- Don Jelinek
Attorney at Law


 

Among the services I offer
and customarily required by its tax clients are:

* IRS and State Audits and Appeals
* Sales Tax Audits and Appeals
* Federal, State and Local Tax Advice
* Section 1031 Tax Deferred Exchanges
* Structuring of Business Transactions
* Tax Court Litigation
* IRS and State Collection Defense
* Abatement of Tax Penalties
* Individual Tax Planning
* Business Tax Planning
* Estate Tax Planning
* Structuring Employee Stock Option Plans
* Executive Compensation and Taxation

The legal services I offer
in the estate planning and probate areas include:

* Revocable Living Trusts
* Wills
* Family Limited   Partnerships
* Life Insurance Trusts
* Grantor Retained Trusts
* Charitable Trusts
* Powers of Attorney
* Trust Administration
* Probate
• Preparation Estate and Gift Tax Returns

The legal services I offer
in the legal transactions area include:

* Formation of Corporations, Partnerships & LLCs
* Corporate and Partnership Dissolutions
* Choice of Business Entity
* Partnership and LLC Operating Agreements
* Corporate Shareholder Buy-Sell Agreements
* Sales and Acquisitions of Closely Held Businesses
* Contracts and Promissory Notes







 

 

1915 Addison Street   •   Berkeley, CA 94704   •   510.841.4500   •  zepstein@aol.com
PROFESSIONAL CERTIFICATIONS:
Member of California Bar - License #184202
California Certified Public Accountant - License #83340